Wealth Relationship Manager (PSS07682)

Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities.   

Advise clients on building portfolios based on various products and  solutions across asset classes - MF, PE, Structured Products,  Insurance, PMS, etc   

Prepare and interpret information for clients information such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation.   

Constantly monitor and review client portfolios based on timely analysis of market dynamics.   

Ensuring regular availability of Research material and inputs to the client.   

Service existing clients with the support of the client servicing team.   

A good part of the job is largely tailored around client requirements -  this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests.   

Ability to advise clients on their investments and manage their  overall financial portfolio, and deepening the wallet from existing  clients   

 Have successfully built and generated new business across a large set of client base. 

Has demonstrated on develop deep and strong client  relationships and can maintain a high level of retention   

Should be on top of current affairs, market developments, and should always keep abreast with market knowledge and market intelligence.   

Should be proficient with knowledge of capital markets as well as third-party products such as MF, PMS, Insurance, etc.   

Should coordinate with the research team and wealth products team, and advise client basis, intelligent analysis of facts   

To read, research, and update themselves on available investment opportunities in the market. 

Responsible for ensuring all activities are in adherence as per  Compliance framework